Average Ratings 9 Ratings

Total
ease
features
design
support

Average Ratings 12 Ratings

Total
ease
features
design
support

Description

Comprehensive CRM Solution. Streamline your sales, marketing, and customer service efforts on a single platform. Prevent data breaches and maintain uniform messaging across all channels. Take advantage of Agile's contemporary features and integrations, along with straightforward setup and excellent support, all at a competitive price. This cloud-based SaaS platform is designed to be mobile-friendly, efficient, and user-friendly. Agile CRM provides an array of ready-to-use email marketing templates to help your business achieve a polished and professional aesthetic. Explore Agile’s selection of email marketing template examples, choose your desired template, craft your message, and schedule it for automated delivery. Additionally, you can design custom templates—no coding skills necessary—that incorporate your brand identity for enhanced effectiveness. Experience the benefits of Agile's innovative features and seamless integrations while enjoying easy implementation and responsive support at an economical price point. With its cloud-based nature, this SaaS service is not only fast and simple but also adaptable for mobile use, ensuring you can manage your business on-the-go.

Description

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Beam AI Yes 
COZYROC SSIS+ Suite Yes 
Gmail Yes 
Integrately Yes 
Integry Yes 
JustCall Yes 
Lead411 Yes 
LeadsBridge Yes 
LinkedFusion Yes 
Mailchimp Yes 
Membrane Yes 
Peaka Yes 
Quickwork Yes 
Refold Yes 
StarfishETL Yes 
SyncSpider Yes 
Unifonic Yes 
Workato Yes 
Workers by Delos Yes 
Zapier Yes 

Integrations

Beam AI Yes 
COZYROC SSIS+ Suite Yes 
Gmail Yes 
Integrately Yes 
Integry Yes 
JustCall Yes 
Lead411 Yes 
LeadsBridge Yes 
LinkedFusion Yes 
Mailchimp Yes 
Membrane Yes 
Peaka Yes 
Quickwork Yes 
Refold Yes 
StarfishETL Yes 
SyncSpider Yes 
Unifonic Yes 
Workato Yes 
Workers by Delos Yes 
Zapier Yes 

Pricing Details

$8.99 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$19/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Agile CRM

Founded

2012

Country

United States

Website

agilecrm.com

Vendor Details

Company Name

Close

Founded

2013

Country

United States

Website

close.com

Product Features

Call Center

Blended Call Center Yes 
Call Logging Yes 
Call Recording Yes 
Call Scripting Yes 
Campaign Management Yes 
Database No 
Escalation Management Yes 
IVR / Voice Recognition Yes 
Inbound Call Center Yes 
Manual Dialer Yes 
Outbound Call Center Yes 
Predictive Dialer Yes 
Progressive Dialer Yes 
Queue Management No 
Real-time Chat Yes 
Reporting/Analytics Yes 

Call Tracking

CRM Yes 
Call Log No 
Call Recording Yes 
Call Routing Yes 
Caller Identification Yes 
Campaign Management Yes 
Conversion Tracking Yes 
IVR / Voice Recognition Yes 
Keyword Tracking No 

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics No 
Queue Management No 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score No 
Onboarding Yes 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

Email Management

Data Recovery No 
Email Archiving Yes 
Email Deletion No 
Email Discovery No 
Email Monitoring Yes 
Email Recall No 
Queue Manager Yes 
Response Management Yes 
Routing Yes 
Shared Inboxes Yes 
Signature Management Yes 
Spam Blocker Yes 
Whitelisting / Blacklisting Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management Yes 
WYSIWYG Email Editor Yes 

Email Signature

Auto Update No 
Campaign Specific Signature Yes 
Content Creation Yes 
Image Management Yes 
Legal Disclaimer Yes 
Signature Management Yes 
Social Media Yes 
Templates Yes 

Email Tracking

A/B Testing Yes 
Audience Segmentation Yes 
Campaign Management Yes 
Event-Based Notifications Yes 
Location Tracking Yes 
Team Management Yes 

Gamification

Badge Management No 
Collaboration Tools Yes 
Contest Management No 
Feedback Management No 
For Call Centers No 
For Developers No 
For Education No 
For Onboarding No 
For Sales Yes 
Goal Setting / Tracking No 
Leaderboards / Activity Tracking Yes 
Performance Metrics No 
Rewards Management No 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat Yes 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification Yes 

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Push Notifications

A/B Testing Yes 
Analytics Yes 
Campaign Segmentation Yes 
Contextual Targeting Yes 
Device Targeting Yes 
Expiry Notifications Yes 
Geo Targeting Yes 
Mobile Notifications Yes 
Notification Scheduling Yes 
Visual Notifications No 
Web Notifications Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management No 

SMS Marketing

2-Way Messaging Yes 
Artificial Intelligence No 
Contact Management Yes 
MMS No 
Mass Texting No 
Message Personalization Yes 
Mobile Coupons Yes 
Mobile Keywords Yes 
Polls / Voting No 
Reporting/Analytics Yes 
Scheduled Messaging Yes 
Shortcodes No 
Text-to-Win No 

Social Media Marketing

Analytics Yes 
Automated Publishing Yes 
Contact Management Yes 
Content Management Yes 
Conversion Tracking Yes 
Customer Targeting Yes 
Keyword Filtering Yes 
Multi-Account Management Yes 
Post Scheduling Yes 

Social Media Monitoring

Audience Segmentation Yes 
Competitive Analysis Yes 
Configurable Alerts No 
Customer Engagement Yes 
Dashboard Yes 
Impact Scoring No 
Influencer Tracking Yes 
Reputation Management No 
Sentiment Analysis No 
Trend Tracking No 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Web Analytics

Campaign Management Yes 
Conversion Tracking Yes 
Form Analytics No 
Goal Tracking Yes 
Keyword Tracking Yes 
Multiple Site Management Yes 
Pageview Tracking Yes 
Referral Source Tracking No 
Site Search Tracking No 
Time on Site Tracking Yes 
User Interaction Tracking Yes 

Product Features

Automotive CRM

Call Logging No 
Contact Management No 
Customer Support No 
Inventory Management No 
Lease Management No 
List Management No 
Marketing Automation No 
Product Catalog No 
Quotes / Proposals No 
Service Department Management No 
Showroom Management No 
Territory Management No 

Call Recording

Archiving No 
Call Sharing No 
Distributed Call Recording No 
Event Triggered Recording No 
File Transfer No 
Instant Retrieval No 
On-Demand Recording No 
Recording Bookmarking No 
Scheduled Recording No 
Screen Activity Recording No 
Video Call Recording No 

Call Tracking

CRM Yes 
Call Log Yes 
Call Recording Yes 
Call Routing Yes 
Caller Identification Yes 
Campaign Management No 
Conversion Tracking Yes 
IVR / Voice Recognition No 
Keyword Tracking No 

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting Yes 
Project Management Yes 
Quote Management No 
Sales Management Yes 
Scheduling Yes 
Time Management No 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Email Tracking

A/B Testing No 
Audience Segmentation Yes 
Campaign Management Yes 
Event-Based Notifications Yes 
Location Tracking No 
Team Management Yes 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Lead Nurturing

A/B Testing No 
Campaign Management Yes 
Drip Campaigns Yes 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Predictive Dialer

Call Monitoring Yes 
Call Recording Yes 
Call Results Yes 
Call Transfer Yes 
Callback Scheduling No 
Campaign Specific Caller ID No 
Contact Management Yes 
FCC Compliance No 
FTC Compliance No 
Lead Capture Yes 
Lead Management Yes 

Sales Acceleration

CPQ No 
Campaign Management Yes 
Dialer Yes 
Email Sequencing Yes 
Email Templates Yes 
Email Tracking Yes 
List Building Yes 
Meeting Scheduler Yes 
Predictive Analytics No 
Reporting Yes 
Sales Gamification No 
Sales Intelligence Yes 
Sales Workflow Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

SMS Marketing

2-Way Messaging Yes 
Artificial Intelligence No 
Contact Management Yes 
MMS No 
Mass Texting Yes 
Message Personalization Yes 
Mobile Coupons No 
Mobile Keywords No 
Polls / Voting No 
Reporting/Analytics Yes 
Scheduled Messaging Yes 
Shortcodes No 
Text-to-Win No 

Social CRM

Calendar/Reminder System No 
Customer Support No 
Email Marketing No 
Lead Capture No 
Lead Nurturing No 
Live Chat No 
Marketing Automation Integration No 
Multi-Channel Social Integration No 
Social Media Monitoring No 
Task Management No 

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